Compass Financial Management’s Southern Company SO Stock Holding History

Compass Financial Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$475K	Buy	+5,033	New	+$474K	0.06%	282

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's SO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Southern Company (SO) in Q2 2026: 5,033 shares worth $475K. The stake represents 0.06% of the portfolio and ranks #282 among its holdings.

2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Compass Financial Management held 5,033 shares of Southern Company worth $475K as of Q2 2026.
Southern Company was a new Compass Financial Management position in Q2 2026.
Southern Company made up 0.06% of Compass Financial Management's portfolio in Q2 2026, its #282 holding.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.